Learn Track: Build for the Bot: Designing Workfront for Automation & AI

Most teams design Workfront for today’s users not tomorrow’s automation. This session challenges that mindset by showing how a shift in design thinking can unlock new ways of working. This session is ideal for Workfront admins, process owners, and leaders.

At my last company, a Fortune 500 homebuilder, this approach saved about 1,600 hours last year through automation, AI, and process redesign. Learn how to design Workfront with an automation-first approach, where workflows, data, and processes are built to take advantage of Fusion and AI. We’ll explore how to uncover inefficiencies, reduce manual work, and capture the right data upfront, because automation, AI, and conversational experiences are only as good as the data behind them.

Strong data and automation are the foundation for efficiency, but the real opportunity goes beyond time savings and lies in reimagining how work should happen. We’ll review a simple framework to evaluate setup, identify automation opportunities, and make Workfront easier to scale.

Key Takeaways

  • Learn how to design Workfront with an automation-first mindset
  • Understand how to evaluate and evolve your Workfront setup
  • Discover how to identify inefficiencies and reduce manual work

At a glance

Series: The Skill Exchange

Role: User